Core Viewpoint - The offshore RMB has strengthened against the USD, breaking the 6.97 mark, continuing the appreciation trend since the end of 2025, with expectations for RMB to return to the "6" range by 2026 [1] Group 1: Supporting Factors for RMB Strength - The US faces high debt pressure, making it difficult for the Federal Reserve to tighten policies, which has led to a continuous weakening of the USD index, creating favorable external conditions for RMB appreciation [1] - The domestic economic fundamentals are continuously improving, coupled with the release of policy dividends from the "14th Five-Year Plan," significantly enhancing market confidence in RMB assets [1] Group 2: Trade Surplus and Its Impact - Approximately $900 billion in unconverted trade surplus accumulated over the past three years is showing signs of returning, providing strong support for the RMB exchange rate [1]
【业内人士：支撑人民币走强的核心逻辑清晰可见】今早离岸人民币兑美元升破6.97，这一走势延续了2025年底以来的升值态势，市场普遍预期人民币将在2026年正式重返“6字头”时代。业内人士分析认为，支撑人民币走强的核心逻辑清晰可见：一方面，美国高债务压力下美联储政策易松难紧，美元指数持续走弱...
Sou Hu Cai Jing·2026-01-02 07:05